Dani Slattery

Senior Business Development Associate

Dani is a Senior Business Development Associate at Carson. She is passionate about helping the Business Development Team achieve their goals and exceed expectations. As a Senior Business Development Associate, she takes the administrative work off the Business Development Team’s plate so they can focus on advisors looking for success and revenue-generating activities.

Prior to joining Carson, Dani was an Associate District Manager at Automatic Data Processing (ADP) for 7 months and a store manager at the Buckle in Omaha, Elkhorn and Fremont for two years. She graduated from Wayne State College with a Bachelor of Science in Fashion Merchandising and a minor in Business Administration. Dani grew up in Spencer, Iowa, and moved to Omaha, Nebraska, after graduating from Wayne State College. She has a sweet spot in her heart for animals and is a proud owner of a long-haired Chihuahua, Frodo, and a cuddly cat, Cleo.

Getting To Know Dani

Favorite food

Spaghetti or anything with cheese

Best piece of financial advice received

Start a 401(k) as early as possible

Hidden talent

Quoting movies/shows

Favorite movie

“The Greatest Showman” and “The Departed”

Favorite TV show


What motivates you

Seeing improvements/results and making her family and significant other proud

Favorite holiday

Fourth of July

Something on Dani’s bucket list


Place Dani most like to visit

Ireland, Dominican Republic or Italy

Biggest accomplishment

Running a 23-minute 5k at Nationals in North Carolina for Cross Country when she was attending Iowa Lakes Community College in 2010

Executive Leadership

Brian Green

Senior Vice President, Corporate Strategy

Teri Shepherd


Janet Anderson

Chief Operating Officer, Carson Partners

Alex Rodawig

Managing Director & Head of Carson Wealth

Ben Mathis

Chief Information Officer

Jud Mackrill

Chief Marketing Officer

Kim Reed

VP, Finance

Dan Tobin

Chief Risk Officer

David Screnar

Chief Financial Officer

Kelsey Ruwe

Chief of Staff

Nelly Carson

Chief Comfort Officer

Ron Carson

Founder & CEO

JoAnn Abt

Corporate Counsel

Scott Conroy

Managing Partner, Coaching & Consulting

Lantz Hunt

Chief Transformation Officer

Aaron Schaben


Executive Board

Teri Shepherd


Jim Brown

Board Member

Ron Carson

Founder & CEO

Kevin Bhatt

Board Member

Aaron Schaben


Coaching & Consulting

Jaclyn Peal

Vice President, Business Consulting

Jessica Harrington

Executive Business Coach

Jamie Hopkins

Managing Director, Carson Coaching

J.J. Peller

Business Coach

Joanna Swanson

Vice President, Advisor Development

Brenda Tellier

Director of Event Experiences

Barb White

Event Experiences Coordinator

Pam Burwell

Senior Operations Associate

Diana Koger

Client Relationship Specialist

Mindy Dalrymple

Client Relationship Specialist

Tammy Breitenbach

Executive Business Coach

Bobby Steinau

Vice President, Business Consulting

Michael Rose

Executive Business Coach

Greg Opitz

Executive Business Coach

Scott Conroy

Managing Partner, Coaching & Consulting

Jason Carver

Vice President, Mergers & Acquisitions

Sarah Cain

Vice President, Coaching & Consulting

Business Development

Justin Starnes

Senior Vice President, Sales & Distribution

Mark Page

VP, Strategic Partner Development

Morgan Mithlo

Business Development Consultant, Southeast

Tyler Hamik

Business Development Consultant, West

Steven M. Laska

Vice President, Business Development, East

Andy Larson

Business Development Consultant, Central South

Lisa Synowicki

Director of Business Development Operations

JP Mortenson

Business Development Consultant, Central North

Chelsie Morales

Associate Vice President, Business Development, West

Scott Wood

Executive Sales Coach

Jessica Brooks

Associate Vice President, Business Development, Central South

Ethan Goff

Associate Vice President, Business Development, Central North

Katie McGuire

Associate Vice President, Business Development, Southeast

Kristi Harrison

Vice President, Business Development, Central South

Jessica Perez

Vice President, Business Development, West

Dani Slattery

Senior Business Development Associate

Randy Harrison

Vice President, Business Development, Central North